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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,495 | $76,551-75.8% | $123,894-85.1% | $62,881-70.6% |
| Participation rate | 59.5% | 73.0%-13.5pp | 81.4%-22.0pp | 69.3%-9.8pp |
| Annual return | 15.00% | 18.68%-3.7pp | 47.52%-32.5pp | 20.14%-5.1pp |
| Employer contribution / active EE | $262 | $2,882-90.9% | $4,617-94.3% | $2,281-88.5% |
| Participant deferral / active EE | $6,088 | $4,840+25.8% | $5,984+1.7% | $3,203+90.1% |
| Admin fee / account holder | $3,090 | $4,826-36.0% | $8,357-63.0% | $4,296-28.1% |